HIP
KO icon

Harrell Investment Partners’s Coca-Cola KO Stock Holding History

Harrell Investment Partners’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Buy
25,791
+262
+1% +$20.7K 0.45% 51
2026
Q1 		$1.94M Buy
25,529
+851
+3% +$64.3K 0.46% 55
2025
Q4 		$1.73M Sell
24,678
-143
-0.6% -$9.97K 0.41% 57
2025
Q3 		$1.65M Buy
24,821
+1
+0% +$69 0.39% 58
2025
Q2 		$1.76M Sell
24,820
-3,517
-12% -$251K 0.45% 56
2025
Q1 		$2.03M Buy
28,337
+4,099
+17% +$274K 0.6% 51
2024
Q4 		$1.51M Hold
24,238
– – 0.42% 59
2024
Q3 		$1.74M Hold
24,238
– – 0.49% 57
2024
Q2 		$1.54M Hold
24,238
– – 0.45% 60
2024
Q1 		$1.48M Sell
24,238
-705
-3% -$42.3K 0.44% 59
2023
Q4 		$1.47M Sell
24,943
-526
-2% -$29.9K 0.46% 57
2023
Q3 		$1.41M Hold
25,469
– – 0.48% 58
2023
Q2 		$1.53M Hold
25,469
– – 0.52% 55
2023
Q1 		$1.62M Hold
25,469
– – 0.58% 54
2022
Q4 		$1.62M Hold
25,469
– – 0.64% 52
2022
Q3 		$1.43M Hold
25,469
– – 0.6% 52
2022
Q2 		$1.6M Hold
25,469
– – 0.65% 48
2022
Q1 		$1.58M Hold
25,469
– – 0.56% 55
2021
Q4 		$1.51M Sell
25,469
-139
-0.5% -$7.74K 0.46% 60
2021
Q3 		$1.34M Sell
25,608
-493
-2% -$27.5K 0.43% 63
2021
Q2 		$1.41M Hold
26,101
– – 0.46% 61
2021
Q1 		$1.38M Sell
26,101
-1,465
-5% -$73.7K 0.49% 58
2020
Q4 		$1.51M Hold
27,566
– – 0.58% 55
2020
Q3 		$1.36M Hold
27,566
– – 0.59% 53
2020
Q2 		$1.23M Hold
27,566
– – 0.63% 56
2020
Q1 		$1.22M Buy
27,566
+400
+1% +$21.6K 0.66% 52
2019
Q4 		$1.5M Buy
+27,166
New +$1.46M 0.69% 50

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Harrell Investment Partners's KO Position: Q2 2026 in Review

Harrell Investment Partners increased its Coca-Cola (KO) stake by 1% in Q2 2026, buying an estimated $20.7K and bringing the position to 25,791 shares worth $2.1M. The position accounts for 0.45% of the portfolio, ranked #51.

Harrell Investment Partners first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Harrell Investment Partners held 25,791 shares of Coca-Cola worth $2.1M as of Q2 2026.
  • Harrell Investment Partners bought 262 Coca-Cola shares in Q2 2026, an estimated $20.7K.
  • Coca-Cola made up 0.45% of Harrell Investment Partners's portfolio in Q2 2026, its #51 holding.
  • Harrell Investment Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.